Cynthia
Maher

U.S. Bancorp Investments, Inc

CRD#2420164
Investment Advisor
in Sioux Falls, SD

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About this Advisor

Cynthia Maher is a financial advisor working out of Sioux Falls, South Dakota who has 4 years of relevant experience. Maher is on the advisory team at U.S. Bancorp Investments, Inc. During their career, Maher has held roles at Great Western Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Securities America, Inc, Securities America Advisors, U.S. Bancorp Investments, Inc, Raymond James Financial Services, Inc and Raymond James Financial Services Advisors Inc. Maher maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Nebraska. U.S. Bancorp Investments, Inc is an advisory firm operating out of Saint Paul, MN. The company has offices in 1,657 locations and a total of 1,987 financial advisors. It handles $13 billion in assets under management between its 57,394 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 32 charitable organizations. Of its 57,394 client accounts, just 4% belong to high-net-worth individuals who have at least $1 million in assets. U.S. Bancorp Investments, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Financial management fee schedules typically depend on which services the firm provides the client. Fees charged by U.S. Bancorp Investments, Inc most likely are comprised of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Others

Office Location

141 North Main Avenue
Sioux Falls, SD 57104

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$13,392,108,393

SD Average: $5,289,111,388
Total Number of Employees

1,987

SD Average: 157
Total Number of Accounts

57,394

SD Average: 8,262
Average Account Size

$233,336

SD Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

Cynthia Maher Work History

Cynthia has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

U.S. Bancorp Investments, Inc

2018 - 2019 (1 year)

Securities America, Inc

2018 - 2019 (1 year)

Securities America Advisors

2017 - 2018 (1 year)

Raymond James Financial Services, Inc

2017 - 2018 (1 year)

Raymond James Financial Services Advisors Inc

2014 - 2017 (3 years)

Cetera Investment Advisers LLC

2013 - 2017 (4 years)

Cetera Investment Services LLC

2012 - 2018 (6 years)

Great Western Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Cynthia Maher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at U.S. Bancorp Investments, Inc

Vincent Dhliwayo
West Linn, OR
Minjee Sohn
Loveland, OH
John Schmitt
Madison, WI
Brady Jacobsen
Lebanon, OR
Philip Etling
Cincinnati, OH
James Linderer
Kansas City, MO
Casey Nelson
Saint Louis, MO
Seth Thiele
Sioux City, IA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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